BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,640
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.71M
3
+$1.12M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.11M
5
SCO icon
ProShares UltraShort Bloomberg Crude Oil
SCO
+$486K

Top Sells

1
+$2.76M
2
+$1.27M
3
+$661K
4
TCDA
Tricida, Inc. Common Stock
TCDA
+$565K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$545K

Sector Composition

1 Technology 5.48%
2 Financials 4.18%
3 Consumer Discretionary 3.27%
4 Healthcare 2.44%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$3K ﹤0.01%
112
+1
1102
$3K ﹤0.01%
148
1103
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190
+1
1104
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39
+1
1105
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111
-16,224
1106
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44
1107
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+115
1108
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+29
1109
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438
+28
1110
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36
1111
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31
1112
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97
+7
1113
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74
1114
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43
1115
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23
1116
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1
1117
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182
+74
1118
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58
1119
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+429
1120
$3K ﹤0.01%
32
+1
1121
$3K ﹤0.01%
102
1122
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166
1123
$3K ﹤0.01%
28
+15
1124
$3K ﹤0.01%
272
1125
$3K ﹤0.01%
122
43 44
45
46 47